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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1726
Stewart & Patten Company
California
$352K +$1.62K +20 +0.5%
CAGAS
1727
Capital Advisory Group Advisory Services
Minnesota
$352K +$3K +37 +0.9%
BIM
1728
Baldwin Investment Management
Pennsylvania
$352K +$101K +1,250 +42%
OWA
1729
Octavia Wealth Advisors
Ohio
$351K -$20.7K -255 -6%
RIS
1730
Retirement Income Solutions
Michigan
$351K +$1.38K +17 +0.4%
Polen Capital Management
1731
Polen Capital Management
Florida
$349K – – –
WFI
1732
West Family Investments
California
$348K -$314K -3,873 -48%
RF
1733
RHS Financial
California
$348K -$33.4K -413 -9%
MF
1734
Manchester Financial
California
$346K -$12.1K -150 -3%
SA
1735
Syntax Advisors
New York
$346K +$48.3K +596 +17%
VCG
1736
Vantage Consulting Group
Virginia
$346K +$48.3K +596 +17%
NFC
1737
Northeast Financial Consultants
Connecticut
$346K +$72.9K +900 +27%
WWM
1738
Windsor Wealth Management
Indiana
$345K +$2.27K +28 +0.7%
BFS
1739
Bickling Financial Services
Massachusetts
$344K -$12.1K -150 -3%
AL
1740
ADE LLC
Maryland
$344K – – –
PA
1741
Parkside Advisors
California
$344K – – –
VWM
1742
Vigilare Wealth Management
Arizona
$344K +$729 +9 +0.2%
SGK
1743
Steigerwald Gordon & Koch
Virginia
$343K -$35.6K -439 -10%
CPIA
1744
Cornell Pochily Investment Advisors
New York
$343K -$2.02K -25 -0.6%
GJCM
1745
Grand Jean Capital Management
California
$343K – – –
EWM
1746
Executive Wealth Management
Michigan
$342K -$65K -803 -16%
DCM
1747
DGS Capital Management
New Jersey
$342K +$36K +444 +12%
PHAM
1748
Palisades Hudson Asset Management
Florida
$341K – – –
S
1749
SimplyRich
California
$340K – – –
WDA
1750
Wendell David Associates
New Hampshire
$340K – – –